Trump just dropped a map claiming the Strait of Hormuz as US territory 🗺️
This isn't just geopolitics theater - 20% of global oil flows through there. If tensions escalate, we're looking at:
• Oil shock → inflation spike
• Risk-off rotation out of crypto
• Flight to $BTC as non-sovereign hard money
Watch crude prices. If WTI breaks $85, expect macro headwinds for risk assets. But also watch $BTC decouple narrative - this is exactly the kind of chaos that proves the thesis.
Stay liquid. Volatility incoming.
This isn't just geopolitics theater - 20% of global oil flows through there. If tensions escalate, we're looking at:
• Oil shock → inflation spike
• Risk-off rotation out of crypto
• Flight to $BTC as non-sovereign hard money
Watch crude prices. If WTI breaks $85, expect macro headwinds for risk assets. But also watch $BTC decouple narrative - this is exactly the kind of chaos that proves the thesis.
Stay liquid. Volatility incoming.